See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,626 | $176,056-40.6% | $159,436-34.4% | $167,490-37.5% |
| Participation rate | 61.5% | 84.9%-23.4pp | 82.8%-21.3pp | 82.1%-20.6pp |
| Annual return | 18.65% | 331.75%-313.1pp | 263.57%-244.9pp | 478.56%-459.9pp |
| Employer contribution / active EE | $2,233 | $5,297-57.9% | $4,829-53.8% | $4,837-53.8% |
| Participant deferral / active EE | $6,119 | $7,750-21.0% | $7,352-16.8% | $6,341-3.5% |
| Admin fee / account holder | $32 | $12,554-99.7% | $10,799-99.7% | $12,309-99.7% |